wbfdm 1.43.1__py2.py3-none-any.whl

wbfdm/viewsets/configs/display/instruments.py

@@ -0,0 +1,340 @@
+from contextlib import suppress
+from typing import Optional
+
+from django.utils.translation import gettext as _
+from dynamic_preferences.registries import global_preferences_registry
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display import DisplayViewConfig
+from wbcore.metadata.configs.display.instance_display import Section
+from wbcore.metadata.configs.display.instance_display.layouts.inlines import Inline
+from wbcore.metadata.configs.display.instance_display.layouts.layouts import Layout
+from wbcore.metadata.configs.display.instance_display.pages import Page
+from wbcore.metadata.configs.display.instance_display.shortcuts import (
+    Display,
+    create_simple_page_with_inline,
+    create_simple_section,
+    default,
+)
+from wbcore.metadata.configs.display.instance_display.styles import Style
+from wbcore.metadata.configs.display.instance_display.utils import repeat
+from wbfdm.contrib.metric.viewsets.configs.utils import (
+    get_performance_fields,
+    get_statistic_field,
+)
+from wbfdm.models import Instrument
+
+ALL_GRIDS = [
+    "swe-summary",
+    "swe-income-statement",
+    "swe-balance-sheet",
+    "swe-cashflow-statement",
+    "swe-ratios",
+    "swe-margins",
+    "swe-cashflow-ratios",
+    "swe-asset-turnover-ratios",
+    "swe-credit",
+    "swe-long-term-solvency",
+    "swe-short-term-liquidity",
+]
+
+
+def _get_hierarchy_section_title(instrument_id):
+    with suppress(Instrument.DoesNotExist):
+        instrument = Instrument.objects.get(id=instrument_id)
+        if instrument.children.exists():
+            if instrument.level == 0:
+                return "Securities"
+            elif instrument.level == 1:
+                return "Quotes"
+    return "Children"
+
+
+def get_financial_summary_section_name() -> str:
+    try:
+        return global_preferences_registry.manager()["wbfdm__financial_summary_section_name"]
+    except Exception:
+        return "Financial Summary"
+
+
+def remove_ref_from_list(grid_list: list, ref: str) -> list[str]:
+    _l = grid_list.copy()
+    _l.remove(ref)
+    return _l
+
+
+class InstrumentDisplayConfig(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(
+                    key=None,
+                    label=_("Information"),
+                    open_by_default=False,
+                    children=[
+                        dp.Field(key="instrument_type", label=_("Instrument Type"), show="open"),
+                        dp.Field(key="exchange", label=_("Exchange"), show="open"),
+                        dp.Field(key="isin", label=_("ISIN")),
+                        dp.Field(key="ticker", label=_("Ticker")),
+                        dp.Field(key="description", label=_("Description"), show="open"),
+                        dp.Field(key="currency", label=_("Currency"), show="open"),
+                        dp.Field(key="country", label=_("Country"), show="open"),
+                        dp.Field(key="classifications", label="Classifications", show="open"),
+                        dp.Field(key="tags", label="Tags", show="open"),
+                    ],
+                ),
+                dp.Field(
+                    key=None,
+                    label=_("Extra"),
+                    open_by_default=False,
+                    children=[
+                        dp.Field(key="is_primary", label=_("Primary")),
+                        dp.Field(key="is_investable_universe", label=_("Investable Universe"), show="open"),
+                        dp.Field(key="is_security", label=_("Security"), show="open"),
+                        dp.Field(key="is_managed", label=_("Internally Managed"), show="open"),
+                    ],
+                ),
+                dp.Field(key=None, label=_("Performance"), open_by_default=False, children=get_performance_fields()),
+                get_statistic_field(),
+            ],
+            tree=True,
+            tree_group_pinned="left",
+            tree_group_field="name",
+            tree_group_label="Name",
+            tree_group_level_options=[
+                dp.TreeGroupLevelOption(
+                    filter_key="parent",
+                    filter_depth=1,
+                    # lookup="id_repr",
+                    list_endpoint=reverse(
+                        "wbfdm:instrument-list",
+                        args=[],
+                        request=self.request,
+                    ),
+                )
+            ],
+        )
+
+    def get_instance_display(self):
+        return Display(
+            pages=[
+                Page(
+                    title="Home",
+                    layouts={
+                        default(): Layout(
+                            grid_template_areas=[
+                                ["name", "name_repr", "market_data", "valuation_ratios-new"],
+                                ["instrument_type", "exchange", "market_data", "valuation_ratios-new"],
+                                ["isin", "ticker", "market_data", "valuation_ratios-new"],
+                                ["currency", "country", "market_data", "valuation_ratios-new"],
+                                ["inception_date", "delisted_date", "market_data", "valuation_ratios-new"],
+                                [".", ".", "market_data", "valuation_ratios-new"],
+                                ["description", "description", "description", "description"],
+                            ],
+                            grid_template_rows=["auto"] * 6 + ["300px"],
+                            grid_template_columns=["1fr", "1fr", "500px", "500px"],
+                            inlines=[
+                                Inline(key="market_data", endpoint="market_data"),
+                                Inline(key="valuation_ratios-new", endpoint="valuation_ratios-new"),
+                            ],
+                        ),
+                    },
+                ),
+                Page(
+                    title="Fundamentals",
+                    display=Display(
+                        navigation_type=dp.NavigationType.PANEL,
+                        pages=[
+                            create_simple_page_with_inline("Summary", "swe-summary"),
+                            create_simple_page_with_inline("Income Statement", "swe-income-statement"),
+                            create_simple_page_with_inline("Balance Sheet", "swe-balance-sheet"),
+                            create_simple_page_with_inline("Cashflow Statement", "swe-cashflow-statement"),
+                            create_simple_page_with_inline("Ratios", "swe-ratios"),
+                        ],
+                    ),
+                ),
+                Page(
+                    title="Performance",
+                    display=Display(
+                        navigation_type=dp.NavigationType.PANEL,
+                        pages=[
+                            dp.Page(
+                                title="Overview",
+                                layouts={
+                                    default(): dp.Layout(
+                                        grid_template_areas=[
+                                            ["market_data", "market_data", "market_data"],
+                                            ["bestandworstreturns", "performance_summary", "."],
+                                        ],
+                                        grid_template_rows=["450px", "300px"],
+                                        grid_template_columns=["2fr", "2fr", "1fr"],
+                                        inlines=[
+                                            dp.Inline(key="market_data", endpoint="market_data"),
+                                            dp.Inline(
+                                                key="performance_summary",
+                                                endpoint="performance_summary",
+                                                hide_controls=True,
+                                                title="Performance Summary",
+                                            ),
+                                            dp.Inline(
+                                                key="bestandworstreturns",
+                                                endpoint="bestandworstreturns",
+                                                hide_controls=True,
+                                                title="Best / Worst Returns",
+                                            ),
+                                        ],
+                                    )
+                                },
+                            ),
+                            create_simple_page_with_inline("Prices", "prices"),
+                            create_simple_page_with_inline("Statistics", "financial-statistics"),
+                        ],
+                    ),
+                ),
+                Page(
+                    title="Additional Informations",
+                    layouts={
+                        default(): Layout(
+                            grid_template_areas=[
+                                ["classifications_list", "instrument_lists"],
+                            ],
+                            grid_template_columns=[Style.pct(50), Style.pct(50)],
+                            sections=[
+                                create_simple_section(
+                                    key="classifications_list",
+                                    title="Classifications",
+                                    grid_template_areas=[["classifications_list"]],
+                                    inline_key="classifications_list",
+                                    collapsible=False,
+                                ),
+                                create_simple_section(
+                                    key="instrument_lists",
+                                    title="Instrument Lists",
+                                    grid_template_areas=[["instrument_lists"]],
+                                    inline_key="instrument_lists",
+                                    collapsible=False,
+                                ),
+                            ],
+                        )
+                    },
+                ),
+                # TODO Renable after adapting the code to use financial dataloader
+                # Page(
+                #     title="Financial Analysis",
+                #     layouts={
+                #         default(): Layout(
+                #             grid_template_areas=[
+                #                 ["sect_head_fin_summary", "sect_head_fin_summary"],
+                #                 ["summary_table", "summary_table"],
+                #                 ["sect_head_inc_cf_summary", "sect_head_inc_cf_summary"],
+                #                 ["financials_graph", "cash_flow_analysis_chart"],
+                #                 ["sect_head_profit_debt_summary", "sect_head_profit_debt_summary"],
+                #                 ["profitability_ratios", "net_debt_and_ebitda_chart"],
+                #                 ["sect_head_earnings", "sect_head_earnings"],
+                #                 ["earnings_chart_ttm", "earnings_chart_ntm"],
+                #             ],
+                #             grid_template_rows=[
+                #                 Style.px(40),
+                #                 Style.px(800),
+                #                 Style.px(40),
+                #                 Style.px(500),
+                #                 Style.px(40),
+                #                 Style.px(500),
+                #                 Style.px(40),
+                #                 Style.px(500),
+                #             ],
+                #             inlines=[
+                #                 Inline(key="summary_table", endpoint="summary_table"),
+                #                 Inline(key="financials_graph", endpoint="financials_graph"),
+                #                 Inline(key="profitability_ratios", endpoint="profitability_ratios"),
+                #                 Inline(key="cash_flow_analysis_chart", endpoint="cash_flow_analysis_chart"),
+                #                 Inline(key="net_debt_and_ebitda_chart", endpoint="net_debt_and_ebitda_chart"),
+                #                 Inline(key="earnings_chart_ttm", endpoint="earnings_chart_ttm"),
+                #                 Inline(key="earnings_chart_ntm", endpoint="earnings_chart_ntm"),
+                #             ],
+                #             sections=[
+                #                 create_simple_section(key="sect_head_fin_summary", title="Financial Summary"),
+                #                 create_simple_section(
+                #                     key="sect_head_inc_cf_summary",
+                #                     title="Income Statement and Cash Flow Summary Charts",
+                #                 ),
+                #                 create_simple_section(
+                #                     key="sect_head_profit_debt_summary",
+                #                     title="Profitability and Net Debt Summary Charts",
+                #                 ),
+                #                 create_simple_section(key="sect_head_earnings", title="Earnings Analysis"),
+                #             ],
+                #         )
+                #     },
+                # ),
+                # Page(
+                #     title="Valuation Ratios",
+                #     layouts={
+                #         default(): Layout(
+                #             grid_template_areas=[
+                #                 ["valuation_ratios_ranges", "valuation_ratios_related"],
+                #             ],
+                #             grid_template_columns=[Style.pct(50), Style.pct(50)],
+                #             grid_template_rows=[Style.px(575), Style.fr(1)],
+                #             inlines=[
+                #                 Inline(key="valuation_ratios_ranges", endpoint="valuation_ratios_ranges"),
+                #                 Inline(key="valuation_ratios_related", endpoint="valuation_ratios_related"),
+                #             ],
+                #         )
+                #     },
+                # ),
+                Page(
+                    title="Management",
+                    layouts={
+                        default(): Layout(
+                            grid_template_areas=[
+                                ["ticker", "refinitiv_identifier_code", "refinitiv_mnemonic_code", "identifier"],
+                                ["base_color", "old_isins", "is_cash", "."],
+                                ["tags", "tags", "related", "related"],
+                            ],
+                            grid_template_columns=[repeat(4, Style.fr(1))],
+                            inlines=[
+                                Inline(key="exchanges", endpoint="exchanges"),
+                                Inline(key="related", endpoint="related_instruments"),
+                            ],
+                        )
+                    },
+                ),
+                Page(
+                    title="Hierarchy",
+                    layouts={
+                        default(): Layout(
+                            grid_template_areas=[
+                                ["children"],
+                            ],
+                            grid_template_rows=["auto"],
+                            sections=[
+                                Section(
+                                    key="children",
+                                    title="Hierarchy",
+                                    display=Display(
+                                        pages=[
+                                            Page(
+                                                layouts={
+                                                    default(): Layout(
+                                                        grid_template_areas=[["children"]],
+                                                        grid_template_rows=["850px"],
+                                                        inlines=[
+                                                            Inline(
+                                                                key="children",
+                                                                endpoint="children",
+                                                            )
+                                                        ],
+                                                    )
+                                                }
+                                            )
+                                        ]
+                                    ),
+                                    collapsed=False,
+                                )
+                            ],
+                        )
+                    },
+                ),
+            ]
+        )

wbfdm/viewsets/configs/display/instruments_relationships.py

@@ -0,0 +1,65 @@
+from typing import Optional
+
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display.instance_display.shortcuts import (
+    Display,
+    create_simple_display,
+)
+from wbcore.metadata.configs.display.instance_display.utils import repeat_field
+from wbcore.metadata.configs.display.view_config import DisplayViewConfig
+
+
+class InstrumentFavoriteGroupDisplayConfig(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(key="name", label="Name"),
+                dp.Field(key="owner", label="Owner"),
+                dp.Field(key="instruments", label="Instruments"),
+                dp.Field(key="public", label="Public"),
+            ]
+        )
+
+    def get_instance_display(self) -> Display:
+        return create_simple_display(
+            [
+                [repeat_field(2, "name")],
+                ["public", "primary"],
+                [repeat_field(2, "instruments")],
+            ]
+        )
+
+
+class RelatedInstrumentThroughInstrumentDisplayConfig(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        fields = [
+            dp.Field(key="related_instrument", label="Related Instrument", width=500),
+            dp.Field(key="related_type", label="Type"),
+            dp.Field(key="is_primary", label="Is Primary"),
+        ]
+
+        if self.tooltip:
+            fields = fields[:1]
+
+        return dp.ListDisplay(fields=[*fields])
+
+    def get_instance_display(self) -> Display:
+        return create_simple_display([["related_instrument", "related_type", "is_primary"]])
+
+
+class ClassifiedInstrumentDisplayConfig(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        if group := self.view.classification_group:
+            fields = [dp.Field(key="instrument", label="Instrument")]
+            level_representations = group.get_levels_representation()
+            for key, label in zip(reversed(group.get_fields_names(sep="_")), reversed(level_representations[1:])):
+                fields.append(
+                    dp.Field(key=f"classification_{key}", label=label),
+                )
+            fields.extend(
+                [
+                    dp.Field(key="classification", label=level_representations[0]),
+                    dp.Field(key="tags", label="Tags"),
+                ]
+            )
+            return dp.ListDisplay(fields=fields, editable=True)

wbfdm/viewsets/configs/display/monthly_performances.py

@@ -0,0 +1,72 @@
+from typing import Optional
+
+from wbcore.contrib.color.enums import WBColor
+from wbcore.enums import Unit
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display import DisplayViewConfig
+
+perf_formatting_rules = [
+    dp.FormattingRule(
+        style={
+            "color": WBColor.RED_DARK.value,
+        },
+        condition=("<", 0),
+    ),
+    dp.FormattingRule(
+        style={
+            "color": WBColor.GREEN_DARK.value,
+        },
+        condition=(">", 0),
+    ),
+]
+perf_formatting_rules_bold = [
+    dp.FormattingRule(
+        style={
+            "color": WBColor.RED_DARK.value,
+            "fontWeight": "bold",
+        },
+        condition=("<", 0),
+    ),
+    dp.FormattingRule(
+        style={
+            "color": WBColor.GREEN_DARK.value,
+            "fontWeight": "bold",
+        },
+        condition=(">", 0),
+    ),
+]
+
+
+class MonthlyPerformancesInstrumentDisplayViewConfig(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(
+                    key="year",
+                    label="Year",
+                    width=Unit.PIXEL(75),
+                    formatting_rules=[
+                        dp.FormattingRule(
+                            style={
+                                "fontWeight": "bold",
+                            },
+                        ),
+                    ],
+                ),
+                dp.Field(key="1", label="Jan", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="2", label="Feb", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="3", label="Mar", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="4", label="Apr", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="5", label="May", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="6", label="Jun", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="7", label="Jul", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="8", label="Aug", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="9", label="Sep", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="10", label="Oct", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="11", label="Nov", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(key="12", label="Dec", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules),
+                dp.Field(
+                    key="annual", label="Yearly", width=Unit.PIXEL(75), formatting_rules=perf_formatting_rules_bold
+                ),
+            ]
+        )

wbfdm/viewsets/configs/display/officers.py

@@ -0,0 +1,16 @@
+from django.utils.translation import gettext as _
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display import DisplayViewConfig
+
+
+class OfficerDisplayViewConfig(DisplayViewConfig):
+    def get_list_display(self) -> dp.ListDisplay:
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(key="position", label=_("Position")),
+                dp.Field(key="name", label=_("Name")),
+                dp.Field(key="age", label=_("Age"), width=70),
+                dp.Field(key="sex", label=_("Sex"), width=70),
+                dp.Field(key="start", label=_("Start"), width=100),
+            ],
+        )

wbfdm/viewsets/configs/display/prices.py

@@ -0,0 +1,21 @@
+from typing import Optional
+
+from django.utils.translation import gettext as _
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display import DisplayViewConfig
+
+
+class InstrumentPriceDisplayConfig(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(key="valuation_date", label=_("Date")),
+                dp.Field(key="open", label=_("Open")),
+                dp.Field(key="high", label=_("High")),
+                dp.Field(key="low", label=_("Low")),
+                dp.Field(key="close", label=_("Close")),
+                dp.Field(key="volume", label=_("Volume")),
+                dp.Field(key="outstanding_shares", label=_("Oustanding Shares")),
+                dp.Field(key="market_capitalization", label=_("Market Cap.")),
+            ],
+        )

wbfdm/viewsets/configs/display/statement_with_estimates.py

@@ -0,0 +1,101 @@
+import typing
+
+from rest_framework.reverse import reverse
+from wbcore.contrib.color.enums import WBColor
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display import DisplayViewConfig
+
+if typing.TYPE_CHECKING:
+    from wbfdm.viewsets import StatementWithEstimatesPandasViewSet
+
+
+class StatementWithEstimatesDisplayViewConfig(DisplayViewConfig):
+    view: "StatementWithEstimatesPandasViewSet"
+
+    ESTIMATE_COLOR = "#D2E5F6"
+    DEFAULT_COL_WIDTH = 100
+
+    def get_list_display(self) -> dp.ListDisplay:
+        def generate_formatting_rules(col_key: str) -> typing.Iterator[dp.FormattingRule]:
+            yield dp.FormattingRule(
+                style={"color": WBColor.RED_DARK.value, "fontWeight": "bold"},
+                condition=[("<", 0), ("!=", "Net Debt", "financial"), ("!=", "Net Debt/Shares", "financial")],
+            )
+            yield dp.FormattingRule(
+                condition=[("<", 0), ("==", "Net Debt", "financial")],
+                style={"color": WBColor.GREEN_DARK.value, "fontWeight": "bold"},
+            )
+            yield dp.FormattingRule(
+                condition=[("<", 0), ("==", "Net Debt/Shares", "financial")],
+                style={"color": WBColor.GREEN_DARK.value, "fontWeight": "bold"},
+            )
+            yield dp.FormattingRule(
+                condition=[(">", 0), ("==", "Net Debt", "financial")],
+                style={"color": WBColor.RED_DARK.value, "fontWeight": "bold"},
+            )
+            yield dp.FormattingRule(
+                condition=[(">", 0), ("==", "Net Debt/Shares", "financial")],
+                style={"color": WBColor.RED_DARK.value, "fontWeight": "bold"},
+            )
+            if self.view.estimate_mapping[col_key] is True:
+                yield dp.FormattingRule(style={"background-color": self.ESTIMATE_COLOR})
+
+        def generate_year_field(year_col) -> dp.Field:
+            year = year_col[:-2]
+            year_column = dp.Field(
+                key=year,
+                label=year,
+                open_by_default=year_col in self.view.year_columns and bool(self.view.df[year_col].isna().all()),
+                children=[
+                    *map(
+                        lambda interim_col: dp.Field(
+                            key=interim_col,
+                            label=interim_col[5:],
+                            show="open",
+                            formatting_rules=generate_formatting_rules(interim_col),
+                            width=self.DEFAULT_COL_WIDTH,
+                        ),
+                        filter(lambda col: year in col, self.view.interim_columns),
+                    ),
+                    dp.Field(
+                        key=year_col,
+                        label="Y",
+                        formatting_rules=generate_formatting_rules((year_col)),
+                        width=self.DEFAULT_COL_WIDTH,
+                    ),
+                ],
+            )
+
+            return year_column
+
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(key="progress", label="Yearly Trend", pinned="left"),
+                *map(generate_year_field, self.view.year_columns),
+            ],
+            legends=[dp.Legend(items=[dp.LegendItem(label="Estimated", icon=self.ESTIMATE_COLOR)])],
+            # formatting=[
+            #     dp.Formatting(
+            #         column="financial",
+            #         formatting_rules=[
+            #             dp.FormattingRule(
+            #                 condition=("==", "Net Debt/Shares"),
+            #                 style={"color": "red"},
+            #             )
+            #         ]
+            #     )
+            # ],
+            tree=True,
+            tree_group_field="financial",
+            tree_group_label="Financial",
+            tree_group_pinned="left",
+            tree_group_level_options=[
+                dp.TreeGroupLevelOption(
+                    list_endpoint=reverse(
+                        "wbfdm:financial_metric_analysis-list",
+                        args=[self.view.kwargs.get("instrument_id")],
+                        request=self.request,
+                    ),
+                )
+            ],
+        )

wbfdm/viewsets/configs/display/statements.py

@@ -0,0 +1,48 @@
+import typing
+
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display import DisplayViewConfig
+
+if typing.TYPE_CHECKING:
+    from wbfdm.viewsets import StatementPandasViewSet
+
+
+class StatementDisplayViewConfig(DisplayViewConfig):
+    view: "StatementPandasViewSet"
+    DEFAULT_COL_WIDTH = 100
+
+    def get_list_display(self) -> dp.ListDisplay:
+        def generate_year_field(year: str) -> dp.Field:
+            year_col = f"{year}-Y"
+            year_column = dp.Field(
+                key=year,
+                label=year,
+                open_by_default=False,
+                children=[
+                    *map(
+                        lambda interim_col: dp.Field(
+                            key=interim_col,
+                            label=interim_col[5:],
+                            show="open",
+                            width=self.DEFAULT_COL_WIDTH,
+                        ),
+                        filter(lambda col: year in col, self.view.interim_columns),
+                    ),
+                    dp.Field(
+                        key=year_col,
+                        label="Y",
+                        width=self.DEFAULT_COL_WIDTH,
+                    ),
+                ],
+            )
+
+            return year_column
+
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(key="external_code", label="Code", pinned="left", width=self.DEFAULT_COL_WIDTH),
+                dp.Field(key="external_description", label="Description", pinned="left"),
+                dp.Field(key="progress", label="Yearly Trend", pinned="left"),
+                *map(lambda x: generate_year_field(str(x)), self.view.year_columns),
+            ],
+        )